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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Manchester Capital Management
Vermont
$7.43K
SWM
77
Spire Wealth Management
Virginia
$7.4K
WW
78
Winnow Wealth
Texas
$5.59K +$922 +85 +18%
VWM
79
Vermillion Wealth Management
Minnesota
$5.01K +$33 +3 +0.6%
BF
80
BOK Financial
Oklahoma
$4.58K
SIC
81
SJS Investment Consulting
Ohio
$4.34K +$22 +2 +0.5%
CIAM
82
Caitong International Asset Management
Hong Kong
$3.9K +$4.26K +393 New
MWA
83
Medallion Wealth Advisors
Connecticut
$3.88K
US Bancorp
84
US Bancorp
Minnesota
$2.97K
HI
85
Harbour Investments
Wisconsin
$2.96K -$4.72K -435 -59%
FGA
86
Fortis Group Advisors
New Jersey
$1.98K
W
87
WealthCollab
Washington
$1.59K +$1.75K +161 New
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$862 +$944 +87 New
S
89
SignatureFD
Georgia
$859
CA
90
Clearstead Advisors
Ohio
$857
BTD
91
BankPlus Trust Department
Mississippi
$119
ACM
92
Anfield Capital Management
California
$69
BlackRock
93
BlackRock
New York
$50 +$54 +5 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$28 +$33 +3 New
GM
95
GeoWealth Management
Illinois
-$550K -49,947 Closed
Jane Street
96
Jane Street
New York
-$465K -42,885 Closed
BBHC
97
Brown Brothers Harriman & Co
New York
-$251K -22,645 Closed
AWS
98
Atria Wealth Solutions
New York
-$127K -11,465 Closed
VWM
99
Venturi Wealth Management
Texas
-$61.9K -5,586 Closed
NC
100
NewSquare Capital
Pennsylvania
-$11K -1,000 Closed